A power automate flow triggered on a daily schedule will check the list for any tickets that meet (or exceed) due date and submit a ticket to Orion via email. The last run and due date will then be updated. The system may be used to trigger tickets in supplier interface in the future - the destination system should be considered in the list schema.
i am having a hard time to develop a flow that executes the above requirement.
In Power Automate, create a scheduled flow that runs every day.
Declare all variables you will need later.
Assuming you store the value of the last run timestamp in a configuration SharePoint list for example, search and use the action Get item to get the list item where the last run time is stored in this list (you're have to create it if not existing though).
Search and use the function utcNow() in an expression to get the current datetime value.
Convert the previous datetime value with the action Convert time zone to an ISO-8601 datetime using FormatDateTime() function according to your timezone.
Search and use the action Get list items to get all the items of day from your SharePoint list, and filter the query via an OData expression according to the rule (today's date =< last run date + frequency).
Search and use Send an email V2 to send email.
Search and use the action Update item to update the last run time that is stored in a list item in the configuration list mentionned at the beginning.
Related
I cannot see a way to do this natively, but essentially I would like to tap into the version history for a specific field value to calculate the difference between the current value and the last entered value.
Scenario:
Business user will update a numeric value in a column for each list item once a week to a cumulative amount. (i.e. Sales made to date)
I am currently able to see in the version history what the last entered value was, who entered it, and when it was entered. I want to know if there is a way to access this information in the form of a calculated column to find this difference (i.e. sales made this week). The solution I am thinking is adding another column for "Total Sales Last Week" and have the user manually update that when they update "Total Sales This Week" then have a calculated column to just subtract these values. However, this seems tedious since the information is already in Sharepoint. If there is a way to do this either with a calculated column, PowerAutomate flow or another method please let me know.
It is not possible to capture the Version History using calculated column. REST API is the only option that will be helpful to fetch these details. Considering this, there are two solutions that I can suggest here:
Using REST API
Create an additional column in your list and update it with the data that you will capture from version history using SharePoint REST API. Here, Rest API will be used to fetch the version history and also to update the list item.
As a trigger event to execute this code, Either you can setup a button on the page (if using any custom screen) or set this to execute periodically.
Using REST API in Power Automate (Recommended)
Power Automate/MS Flow doesn't provide any direct connector to fetch the version history but you can use the HTTP request connector which will help you to execute the SP rest call to fetch the version history.
Once you have version history data from your HTTP request call, you can use that to update the column in your list using the same power automate in next action.
This solution will be more useful as you don't need to setup any trigger event as mentioned in the first solution but instead of that you can simply configure this Power Automate to run as and when list item is updated and you will be having immediate result in your list.
You can refer to this link to check how to get data from HTTP request using Power automate and you can also refer to this link which will help you to understand how to get version history using SharePoint rest API.
I hope this will be useful information for you to achieve your goal.
We are building out the ARM module of Netsuite and our director of Accounting would like the Contract Start date on the header level to be populated with the earliest Term Start date from the line items on the sales order.
I'm just starting this project and am new to Suite Script. I'm hoping to get pointed in the right direction and work f rom there.
To filter earliest date from lines, you first need to fetch all the dates which can be done using record.getSublistValue which requires a set of parameters which you can find here. Once you have filtered out the date, you can set it on body field using record.setValue and you can find its documentation here.
To get the record, it depends on which script-type you are working on, like if you are sripting in User-Event, you will receive newRecord in its script parameter. Whereas if you are working on some scheduled/map-reduce script, you might have to load the record using record.load from N/record module.
You can also do this in the UI without SuiteScript.
Create a saved search with results as Term Start Date with a summary of Minimum.
Add any criteria that you may need (such as Term Start Date is not empty)
Add a filter of Internal Id.
Create the custom field, and under Validation and Defaulting select the previously created saved search. Make sure that stored value is checked off for the custom field!
Look into the article "Creating Custom Fields with Values Derived from Summary Search Results" in the help center for more information!
I've got a Sharepoint list tracking items and renewal dates associated with them. I want to utilize MS Flow to get just the items from that list (which will eventually have about 200 items in it) that have a renewal date 60 days from now, and send an email with the info from the list. This would recur every day.
The recurring feature works fine, as does the list and email.. My issue is with filtering the list down. I had hoped to be able to use views I created in the list, couldn't find a method for that, so I've resorted to attempting to utilize the ODATA filtering option.
I use the AddToTime feature before grabbing the list to get the 60 days out date (which is returning the correct value based on the error string), but no matter what I get invalid expression when it runs on the filter.
Any guidance on this?
This is Sharepoint Online and Flow Online. An example query string that I've used is Renewal_x0020_Date eq [insert the output from the Add to time flow item before].
RESOLVED!
Turns out, all I had to do was place single quotes around my object for the calculated date/time in my ODATA filter.
I create one javascript function For calculate the No.Of Days from created Date and show in one Field.
And I add that script in Form Load and as well Form Save Actions.It was Working Fine.
Now My question is,I need to trigger that javascript function grid's(view) refresh.Or I need to calculate and show the No Of Days Field without opening Form.
Now the noofdays field affected when the form will getting open.
I need noofdays field automatically updated From the Created on date?How to do this...Thanks in Advance
Trigger an javaScript function without opening the from is not possible.
If i understood correctly, you want to display the time period between the creation and current date in days.
If so:
A Solution would be:
On creation of the record the noofdays field will always be 1 or 0. However you look at it.
So you can fill that field on creation per default to 1 per Plugin, JS, or simply per workflow.
Now you need to update this field each day via workflow.
The workflow must retrieve all records, calcualte and update the noofdays field.
I reccomend to run this workflow after midnight.
The other solution: (I do not reccomend)
Create an Plugin which is registerd to the message "retrieve" and "retrieve multiple".
If the message is triggered, check if you are in the right entity and fake the output of the noofdays field or update it.
I'm new to Cognos report studio. I have data organized in query items per business date. The Cognos report shows a data filter by business date. For business date there is a separate table join. This is always one column, one row table with current business date. The Cognos report is scheduled to run everyday after data is populated in the data source. This part works just fine.
However, I want to have ability to run this same report on demand and when I run this report on demand it should prompt me for a date instead of picking it from the database table. I know how to add a prompt but when I add a prompt, my scheduled reports doesn't work! I can't provide any default as it has to be dynamically picking it from the table.
Any pointers would be helpful!
Make the date filter (the one derived from the prompt) optional and set a condition on the other filter to be ignored if the prompt has a value.
This is late but could be helpful for other guys. I suggest this:
- In the metadata, make a prompt macro with a default value of current business date
- In the report, make a date prompt using the parameter defined by prompt macro
- In report schedule, leave the date prompt blank to refresh that everyday
This way your schedule runs with refreshed date and also you can pick for a date while manually running a report.